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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $301,388 | $217,427+38.6% | $185,837+62.2% | $167,518+79.9% |
| Participation rate | 14.3% | 86.0%-71.8pp | 81.7%-67.4pp | 82.1%-67.8pp |
| Annual return | 13.91% | 148.39%-134.5pp | 122.08%-108.2pp | 478.71%-464.8pp |
| Employer contribution / active EE | $27,113 | $5,874+361.6% | $5,168+424.6% | $4,838+460.4% |
| Participant deferral / active EE | $24,163 | $6,357+280.1% | $5,568+333.9% | $6,342+281.0% |
| Admin fee / account holder | $25,014 | $19,816+26.2% | $16,241+54.0% | $12,312+103.2% |